HIMX Himax Technologies, Inc.

$HIMX earnings estimates ignore the bonuses pay out this quarter. without them, would be 7-11% q over q, and .16-.14, from previous q .11. that is very healthy, and the drop below 200 day two days ago, points to return to 12.59 with the wise eye news, and then possibly higher...I think it's a steal here, over 50% down from the 52 week...just an opinion as always....

$HIMX It did not register when I read the nr that alibaba has already started production on the qwen n1 series glasses. Normally these things are slated to start some time in 2525-if man is still alive. Let's get it on!

$HIMX Breaking out of consolidation. Not much resistance to the left. Could climb back to 23s very quick.

$HIMX totally decimated. WTF is going on with this market? It's like an AI self fulfilling bubble burst based on no actual pullback in investment or other fundamental issues.

$HIMX I don't think that potential investors understand the huge potential that obsidian has for himx in early 2027 as described in my 2 posts below. Himx has invested in obsidian and is as much a part of them as foci, probably moreso. This would include circuitry assistance provided early on and most of all a great place for wise eye sales. Obsidian can only produce 5,000 units per year but by year end 1,000,000 expected as their new packaging facility in san diego comes on line. They are limited on what they can supply the military right now, hence the phase 3 gov development contract let a couple weeks ago. The low cost of putting microbolometer on glass instead of silicon and these things can be produced using a regular display factory as well as the advanced tech will rival wu's investment in emza before long (only dif being that emza was purchased in total)The beauty of this thermal imaging is that the early emphasis was for autos but has shifted to DRONES.

$HIMX a double bottom? Ultimately this needs to go break 16 if it's going to establish an uptrend. Still a mess at this stage. Can HIMX bring a positive surprise during their ER finally?

$HIMX Amazing at the volatility in HIMX of late and only a smaller part of that is the overall markets…as HIMX has a higher beta (measure of volatility) of 2.39 which is a 5 year average of HIMX movement as compared to the overall market (1.0 is equal movements). Two things to take heart in which is the projected EPS over the next few years. First, If these projections are anywhere close to be correct, and there are numerous drivers of this with CPO being the headliner, then HIMX is very cheap here. Second is the seasonality which shows that November, December, January and February are good months for the share price as seen below. October can be but see how the Median and Mean are opposites and the table shows why (that one year it was up 23% in October). Look also at the earnings chart and be sure to look at quarter vs. year ago quarter as HIMX’s earnings are somewhat seasonal; especially with 1Q Chinese New Year and 3Q employee stock grants which tend to lower EPS by $0.06

$HIMX 50 week moving average is 11.73. Will it hold or is it a pit stop back to single digits.

$HIMX Looks like the stock is close or sitting on nearly couple weeks of support where stock stalled on the way to 25. Bottoming here or maybe 12 for the final scare.

$HIMX Part of today’s rally now seems to be a gamma squeeze as the Market Makers seem to have lost the $15 options strike and needed to buy shares to cover their $15 sold calls. After all, the Market Makers are almost guaranteed to profit selling calls so long as they hold the shares when the stock price moves to, or just above, the strike price. And, this pertains to all option expiration dates and not just the upcoming one. This can work in reverse as the MM’s will not want to be holding shares if/when the stock price moves below the strike price although that is not as critical as not holding or buying shares as they move above the strike price. All of those early option buyers today are now in the money…for now. I had sold Puts several weeks ago and looks like I will only get to keep the cash but will not get Put shares at $14 and $15 in two weeks.

$HIMX come on Wu, entertain that buyout. And don’t be silent, tell us you’ve evaluated an optics spin off. We all want the value realized somehow.

$HIMX (Taiwan display-driver chipmaker) says its 5-milliwatt WiseEye AI chip is in Alibaba's Qwen Glasses N1 series, after earlier adoption by a global tech brand. It gives no revenue, units or timing; Q2 2026 sales were $227.4M; the stock was worth about $2.23B at the Oct 12, 2026 close of $12.77 a share (ADS), times 174.4 million ADS outstanding as of June 30, 2026. Other side: Alibaba is a marquee name for the glasses pitch, but chip sales from one glasses line are likely small. Next: Himax says some glasses projects enter mass production in 2027.

$HIMX · $BABAF 📝 Himax Technologies announced that its WiseEye HX6538 ultralow power AI processor has been integrated into Alibaba Group's latest Qwen Glasses N1 series to jointly power a next-generation always-on visual sensing system for extended smart glasses battery life. Selected from hundreds of headlines

$HIMX how does everyone feel about last two days? Did u guys pick some? Got to it the window I expected. Most buys around 12.50 but got some in 11. How about now retest and then go up with nice vol. Will that be in about two weeks? W earnings. Money seems to be watching himax closely. I really can't wait to see what earnings does. In the mean time it goes up and down based on macro earnings.

$HIMX most shares traded is short volume. Most stock holders staying pat. Market makers and short sellers are supplying liquidity.

$HIMX over 1k in Oct $17 calls and over 1k in Nov $21 calls. Someone’s buying and selling out of the money calls. Trade accordingly.

$HIMX looks like a big rally coming, because you know, none of it mattered and was all an algo game. Legal theft

$HIMX Recall all want to profit and minimize losses. So, with current EPS estimates from Mgmt and analysts, who is selling here and see those estimates below; albeit from very few analysts. I suspect it is from those who want lower call option pricing and cheaper shares from a lower trading range which also means selling to yourself or cohorts when there is little other buying interest. Call option buying has increased this week on the price takedown so I suspect they are related. The takedowns and volatility are to demoralize shareholders to get them to sell and move on so big money can buy lower (shares and options). We have heard enough from Mgmt to know CPO is coming and seems to now be ahead of schedule. There is also good news from Wise Eye, Autos and lots of potential with E-ink, Smart Glasses (both with and without displays), smart locks and so much more…but that also means HIMX is not a CPO ‘pure play’ which some might want. Look at seasonality, forward EPS and P/E:

$HIMX Failed to hold the break out. Hopefully tomorrow’s brings a successful run at the 15 range again and closes at least at 15.05

$HIMX 5 NOV EPS will be epic. 12 to 14 is our base. We will see a new ATH several by Dec. The Christmas rally might be another catalyst.